Implementation
Configure Salesforce around teams, customer journeys, permissions, reporting, governance, and measurable operating outcomes.
Salesforce対応領域
Salesforceソリューション
Salesforceの導入、統合、自動化、アプリ開発、移行、継続運用を一貫して支援します。
CRM、自動化、AI、エンタープライズアプリケーション
業務を中心に設計
We connect Salesforce architecture, customer data, workflows, integrations, custom applications, and operating processes into one accountable delivery programme. Engagements can begin with a focused integration or extend through implementation, product development, migration, and managed support.
01
Implementation and configuration
02
CRM migration and data integration
03
Workflow and process automation
04
Custom applications and AppExchange development
05
AI agents and Salesforce extensions
06
Managed support and continuous improvement
Salesforce
主要な対応領域
Integration
Connect Salesforce with ERP, commerce, support, finance, identity, data, marketing, and custom business systems.
Automation
Design controlled workflows, approvals, notifications, routing, orchestration, and AI-assisted processes.
Application Development
Build custom Salesforce applications, Lightning experiences, APIs, extensions, and AppExchange products.
Migration
Plan, clean, map, validate, and move customer and operational data with controlled cutover and reconciliation.
Managed Support
Maintain releases, integrations, security, data quality, performance, documentation, and improvement backlogs.
Salesforce
支援モデル
Implementation Project
A defined Salesforce implementation or modernization programme with clear scope, milestones, and ownership.
Dedicated Team
A standing delivery team for roadmap execution, integrations, applications, administration, and continuous engineering.
AppExchange Development
Product architecture, development, packaging, security readiness, testing, release, and ongoing product support.
Managed Salesforce
Long-term technical ownership covering platform health, change delivery, governance, and operational support.
Salesforce
Rokadの強み
Product Engineering
Salesforce work is connected to the surrounding product, application, data, and infrastructure architecture.
AI and Automation
We combine CRM implementation with agents, workflow automation, integrations, evaluation, and human controls.
Enterprise Delivery
Security, testing, documentation, observability, governance, and maintainability are built into delivery.
Long-Term Ownership
Rokad can remain accountable after launch through maintenance, support, optimization, and roadmap execution.
Salesforce
Salesforceで構築する
導入、拡張、統合、製品開発を、一つの責任ある技術チームで進めます。
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